Our Three Step Process

At MG Wealth Strategies our goal is to get to know our clients and find out about what motivates them and what their short, medium and long term goals are.

We like to make sure we understand what your objectives are so we can develop the best strategy to work toward achieving them.

Initial fact finding meeting

Our initial fact finding meeting will ultimately serve to find out if our firm will be a good fit to meet your needs. We use a fact finding questionnaire to find out what your goals are; whether its life insurance needs, retirement planning, college savings planning or any type of investment available through our broker/dealers platform.  

proposals Presentation

In our follow-up meeting we will present proposals that could potentially work toward achieving your goals. Depending on your goals some of the topics to discuss could be; IRA's, ROTH IRA's, SEP IRA's, 401K/IRA Accounts, Annuities, REIT's, Money Management Accounts or Life Insurance.

Plan implementation

After you have had time to make a decision about the presented proposals we can begin implementing the plan and holding periodical meetings to analyze your portfolios progress.